General Settings

Setting up taxes

How to set up taxes rates in QuoteMachine

Written by Romy Marinus
Updated over a week ago

Printing in QuoteMachine

All about printing your documents in QuoteMachine

Written by Tom Burnatowski
Updated this week

Downloading a PDF version of your document

Written by Tom Burnatowski
Updated this week

Automatic Reminders for Unpaid Invoices

How to set up automatic reminders for unpaid invoices

Written by Romy Marinus
Updated over a week ago

Change taxes in tax-inclusive accounts

How to use the tax functions for tax inclusive accounts

Written by Romy Marinus
Updated over a week ago

Setting Restrictions on Price lists

limit quantity, customer type, and more.

Written by Tom Burnatowski
Updated over a week ago

Create a contract document from quote

How to add additional contractual details to a quote

Written by Anna Brundage
Updated over a week ago

Manage your QuoteMachine subscription

How to update your payment method and access your invoices

Written by Anna Brundage
Updated over a week ago

Cancelling an Order

Written by Tom Burnatowski
Updated over a week ago

How to use Zapier with QuoteMachine

Connect QuoteMachine to hundreds of other apps with Zapier

Written by JD
Updated over a week ago

Connecting with Kangaroo rewards

How to Connect & use Kangaroo rewards integration with QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Attaching PDFs to account statements

How to to attach PDFs to your account statements

Written by Tom Burnatowski
Updated over a week ago

Automatic update of order status

How to set order statuses to change automatically when items are invoiced or checked-in

Written by Anna Brundage
Updated over a week ago

How to add your tax numbers

Add details to the tax line on your documents

Written by JD
Updated over a week ago

Collecting a Payment from an Order

How to receive a payment directly from a sales order

Written by Anna Brundage
Updated over a week ago

Connect QuoteMachine to your own email account

How to connect your email to QuoteMachine to send mail and access calendars.

Written by Anna Brundage
Updated over a week ago

Connect with Zendesk Sell

How to connect QuoteMachine and Zendesk Sell together

Written by JD
Updated over a week ago

How to display the location or account email address in the Contact & Document details section

Setting the seller's email displayed in the quotes, invoices and other documents

Written by Anna Brundage
Updated over a week ago

Using Price Lists for Event Registration

Price lists can be used in many ways

Written by Tom Burnatowski
Updated over a week ago

How to delete a deposit from a quote

Delete a payment from a quote and convert it to a credit memo

Written by Anna Brundage
Updated over a week ago

Creating a Return in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Entering Tax by Line Item

QuoteMachine lets you enter a different tax per line item

Written by Tom Burnatowski
Updated over a week ago

Expiration dates on Quotes

Let your customers know when their quote expires!

Written by Tom Burnatowski
Updated over a week ago

Using Merge & Custom Fields

Merge fields allow you to input information into your QuoteMachine documents

Written by Tom Burnatowski
Updated over a week ago

Price Lists in QuoteMachine

Use a price list to showcase and sell your products online

Written by Tom Burnatowski
Updated over a week ago

Quick start on QuoteMachine

How to set up your account and send your first quotation

Written by JD
Updated over a week ago

Change your password

How to replace your password with a new one

Written by JD
Updated over a week ago

Setting up user permissions

How to setup permission groups

Written by Anna Brundage
Updated over a week ago

Recover your password

Simple steps to get you back in to your account if you've lost your password

Written by Tom Burnatowski
Updated over a week ago

Multicurrency

How to sell in multiple currencies

Written by JD
Updated over a week ago

Customizable Payment Types in QuoteMachine

Correctly record the exact payment type you received

Written by Tom Burnatowski
Updated over a week ago

Activate the integration with Stripe Payments

Connect your Stripe account to QuoteMachine and start accepting payments

Written by JD
Updated over a week ago

Connecting your Stripe Integration

Existing Stripe users also need to reconnect their Stripe accounts to complete the update.

Written by Tom Burnatowski
Updated over a week ago

Setting up ACH

How to set up ACH and deal with errors

Written by Romy Marinus
Updated over a week ago

Setting up ACH Payments

A new way to get paid in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Saving a new card on file without capturing payment.

QuoteMachine allows to add a credit card to a contacts information at any point.

Written by Tom Burnatowski
Updated over a week ago

Save a credit card on file while capturing payment

How to save a credit card securely to automate payments

Written by JD
Updated over a week ago

Use credit card on file

How to take a payment using a card saved on file

Written by JD
Updated over a week ago

Taking an E-Signature in QuoteMachine

How to get signatures from your customers

Written by Tom Burnatowski
Updated over a week ago

Changing your Font & Color Scheme

Personalize your documents and stay on brand.

Written by Tom Burnatowski
Updated over a week ago

Creating & Editing Document templates

How to edit and personalize your document templates in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Background image on proposals

How to use a background image with your documents

Written by JD
Updated over a week ago

Hide QuoteMachine logo from emails and documents

How to remove the "Get started" message from emails and the bottom of your documents.

Written by JD
Updated over a week ago

Custom order statuses

Create your own order statuses

Written by JD
Updated over a week ago

Remove a customer’s email from a template

How to hide a customer’s email from a quote, order or invoice template

Written by Anna Brundage
Updated over a week ago

Custom Fields on documents

Create a custom form for your customers to enter in their own information.

Written by Tom Burnatowski
Updated over a week ago

Custom Fields

Custom Fields are a great way to customize your QuoteMachine experience.

Written by Tom Burnatowski
Updated over a week ago

Variable fields in emails

How to personalize emails with merge fields

Written by JD
Updated over a week ago

Using the Custom Pricing Table

Use a custom pricing table in your QuoteMachine documents

Written by Tom Burnatowski
Updated over a week ago

Adding ageing reports into documents

How to add ageing reports into your invoices and account statements

Written by Tom Burnatowski
Updated over a week ago

Display a deposit on a quote

How to show a deposit or pre-payment requirement on a Quote

Written by JD
Updated over a week ago

Display account statements within invoices

How to include a list of every credit memos available, outstanding and overdue invoices into your documents.

Written by JD
Updated over a week ago

Insert video in proposal template

How to use videos in your proposals

Written by JD
Updated over a week ago

Adding an event to a calendar

How to add an event to a calendar from any document in QuoteMachine

Written by Anna Brundage
Updated over a week ago

Link a calendar event to a group in the pricing table

How to link calendar events to groups in your pricing tables

Written by Romy Marinus
Updated over a week ago

Setting up a calendar in QuoteMachine

How to create a calendar for scheduling pages and events

Written by Anna Brundage
Updated over a week ago

Creating a "round robin" scheduling page

How to pool availability from all your team members into one scheduling page

Written by Anna Brundage
Updated over a week ago

Creating Scheduling Pages in QuoteMachine

How to create scheduling pages and send them to your customers

Written by Anna Brundage
Updated over a week ago

Introducing Scheduling Pages

How QuoteMachine's scheduling page feature can help you manage your business

Written by Anna Brundage
Updated over a week ago

How to send a scheduling page from a quote, invoice or order

Learn how to configure your scheduling pages to be available from quotes, invoices and orders

Written by Anna Brundage
Updated over a week ago

How to edit the shipping address of a document

Changing the shipping address on a quote or invoice

Written by Anna Brundage
Updated over a week ago

How to create a packing slip

Creating a pick and pack slip

Written by Anna Brundage
Updated over a week ago

Display shipping address on a document template

How to add a customer shipping address to a quote

Written by Anna Brundage
Updated over a week ago

Add a shipping address to a customer contact profile

Adding a shipping address that differs from the customer billing address

Written by Anna Brundage
Updated over a week ago

Email Notification Settings

Control what email notifications you receive

Written by Tom Burnatowski
Updated over a week ago

Reconnecting your Email integration

How to disconnect and reconnect your email integration

Written by Tom Burnatowski
Updated over a week ago

SMS Feature

How to use QuoteMachine's SMS feature

Written by Romy Marinus
Updated over a week ago

How to use your own email servers to send emails

How to customize the sender email address

Written by JD
Updated over a week ago

Resending a QuoteMachine document

how to resend quotes, order, invoices

Written by Tom Burnatowski
Updated over a week ago

Send a document to several recipients

How to send an email to several contacts

Written by JD
Updated over a week ago

Has the customer received my email?

How to ensure your emails are read and what to do when they are not.

Written by JD
Updated over a week ago